From the account card's Finances > Financial overview, you can see the financial information of all or selected projects of the account in a summary view.
Permissions: Accounts + Invoicing + Projects: actual costs, invoicing details & quotes
PSA plans: all
Report filters and content
At the top of the report, you can first filter by statuses and individual selections to determine which project's figures are being reviewed. You can also include invoices that are not allocated to any project.
The report compiles the costs and revenues of the projects: quotes, hours, scheduled invoicing, automatic invoicing, bills, expenses and travel expenses.
With the report, you can track, for example, customer-specific margins and unbilled material.